WELL Institutional Holdings

Name: WELL (Welltower) Institutional Holdings — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Welltower · SEC 13F

1,478 institutions hold WELL, totaling 819.7M shares ($144.0B）.
As of 2026Q1 · SEC EDGAR 13F

Quarterly Changes

2025Q4 → 2026Q1

↑ New Positions (5)

VANGUARD CAPITAL MANAGEMENT LLC $17.9B

VANGUARD PORTFOLIO MANAGEMENT LLC $8.3B

HSBC HOLDINGS PLC $1.7B

VANGUARD FIDUCIARY TRUST CO $776M

Vanguard Global Advisers, LLC $302M

↑ Increased (5)

BNP PARIBAS ASSET MANAGEMENT Holding S.A. +115243.2%

IFM Investors Pty Ltd +110920.7%

CWM, LLC +108231.7%

BOWEN HANES & CO INC +106418.9%

Daiwa Securities Group Inc. +101796.5%

↓ Decreased (5)

USA FINANCIAL FORMULAS -99.9%

WestEnd Advisors, LLC -99.4%

TIAA TRUST, NATIONAL ASSOCIATION -99.1%

LOS ANGELES CAPITAL MANAGEMENT LLC -97.7%

Fourth Dimension Wealth, LLC -93.3%

↓ Exited Positions (5)

VANGUARD GROUP INC $17.2B

Qube Research & Technologies Ltd $124M

Apollo Management Holdings, L.P. $96M

VIRGINIA RETIREMENT SYSTEMS ET Al $72M

Artisan Partners Limited Partnership $49M

All Holders (Top 100)

Rank	Institution	Shares	Value
1	VANGUARD CAPITAL MANAGEMENT LLC	90.7M	$17.9B
2	BlackRock, Inc.	74.0M	$14.6B
3	VANGUARD PORTFOLIO MANAGEMENT LLC	41.9M	$8.3B
4	STATE STREET CORP	41.6M	$8.2B
5	Capital International Investors	35.8M	$7.1B
6	MORGAN STANLEY	28.7M	$5.4B
7	NORGES BANK	31.3M	$4.8B
8	FMR LLC	22.2M	$4.4B
9	BANK OF AMERICA CORP /DE/	21.8M	$4.3B
10	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	26.5M	$3.5B
11	GEODE CAPITAL MANAGEMENT, LLC	17.8M	$3.5B
12	WELLINGTON MANAGEMENT GROUP LLP	17.0M	$3.4B
13	Capital World Investors	12.7M	$2.5B
14	BARCLAYS PLC	17.6M	$2.2B
15	GOLDMAN SACHS GROUP INC	11.2M	$2.2B
16	PRINCIPAL FINANCIAL GROUP INC	9.6M	$1.9B
17	NORTHERN TRUST CORP	9.0M	$1.8B
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	8.8M	$1.7B
19	HSBC HOLDINGS PLC	9.0M	$1.7B
20	JPMORGAN CHASE & CO	8.7M	$1.7B
21	DIMENSIONAL FUND ADVISORS LP	8.3M	$1.6B
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	8.2M	$1.6B
23	Legal & General Group Plc	7.2M	$1.4B
24	Invesco Ltd.	6.6M	$1.3B
25	Capital Research Global Investors	6.5M	$1.3B
26	Nuveen, LLC	5.4M	$1.1B
27	CENTERSQUARE INVESTMENT MANAGEMENT LLC	5.2M	$1.0B
28	DEUTSCHE BANK AG\	5.1M	$1.0B
29	Daiwa Securities Group Inc.	4.3M	$847M
30	Bank of New York Mellon Corp	4.0M	$785M
31	VANGUARD FIDUCIARY TRUST CO	3.9M	$776M
32	Resolution Capital Ltd	3.6M	$713M
33	AMERIPRISE FINANCIAL INC	3.6M	$695M
34	Amundi	3.3M	$659M
35	WCM INVESTMENT MANAGEMENT, LLC	3.3M	$636M
36	Sumitomo Mitsui Trust Group, Inc.	3.2M	$628M
37	PRUDENTIAL FINANCIAL INC	3.0M	$600M
38	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	3.0M	$594M
39	Russell Investments Group, Ltd.	2.9M	$567M
40	SEI INVESTMENTS CO	2.7M	$526M
41	DUFF & PHELPS INVESTMENT MANAGEMENT CO	2.6M	$520M
42	UBS Group AG	2.5M	$487M
43	Mitsubishi UFJ Asset Management Co., Ltd.	2.1M	$423M
44	D. E. Shaw & Co., Inc.	2.1M	$411M
45	CANADA PENSION PLAN INVESTMENT BOARD	2.0M	$401M
46	NORDEA INVESTMENT MANAGEMENT AB	2.0M	$399M
47	Swiss National Bank	2.0M	$398M
48	National Pension Service	2.0M	$386M
49	ALLIANCEBERNSTEIN L.P.	2.0M	$378M
50	JANUS HENDERSON GROUP PLC	1.8M	$355M
51	APG Asset Management US Inc.	1.7M	$337M
52	Aberdeen Group plc	1.7M	$333M
53	CITADEL ADVISORS LLC	1.6M	$326M
54	SCHRODER INVESTMENT MANAGEMENT GROUP	1.5M	$302M
55	Vanguard Global Advisers, LLC	1.5M	$302M
56	STOREBRAND ASSET MANAGEMENT AS	1.6M	$300M
57	WELLS FARGO & COMPANY/MN	1.5M	$289M
58	California Public Employees Retirement System	1.4M	$281M
59	CITIGROUP INC	1.4M	$270M
60	NOMURA ASSET MANAGEMENT CO LTD	1.4M	$270M
61	BAMCO INC /NY/	1.3M	$266M
62	VOYA INVESTMENT MANAGEMENT LLC	1.3M	$266M
63	AMERICAN CENTURY COMPANIES INC	1.3M	$263M
64	Asset Management One Co., Ltd.	1.3M	$257M
65	RHUMBLINE ADVISERS	1.3M	$249M
66	LASALLE INVESTMENT MANAGEMENT SECURITIES LLC	1.2M	$240M
67	VANGUARD ASSET MANAGEMENT, Ltd	1.2M	$237M
68	Castle Hook Partners LP	1.2M	$236M
69	Universal- Beteiligungs- und Servicegesellschaft mbH	1.2M	$232M
70	BNP PARIBAS FINANCIAL MARKETS	1.2M	$230M
71	DANSKE BANK A/S	1.6M	$223M
72	Zurcher Kantonalbank (Zurich Cantonalbank)	1.1M	$222M
73	Alphinity Investment Management Pty Ltd	1.1M	$222M
74	Zimmer Partners, LP	1.1M	$221M
75	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1.1M	$221M
76	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	1.1M	$211M
77	AEW CAPITAL MANAGEMENT L P	1.1M	$210M
78	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	1.0M	$205M
79	Adelante Capital Management LLC	1.0M	$203M
80	TD Asset Management Inc	953K	$188M
81	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	924K	$183M
82	RAYMOND JAMES FINANCIAL INC	894K	$177M
83	ROYAL BANK OF CANADA	878K	$174M
84	Pictet Asset Management Holding SA	872K	$172M
85	WORLDQUANT MILLENNIUM ADVISORS LLC	863K	$171M
86	ENVESTNET ASSET MANAGEMENT INC	837K	$166M
87	Capital International, Inc./CA/	823K	$163M
88	Heitman Real Estate Securities LLC	816K	$161M
89	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	811K	$160M
90	Korea Investment CORP	809K	$160M
91	Vanguard Investments Australia, Ltd.	800K	$158M
92	NEW YORK STATE COMMON RETIREMENT FUND	791K	$156M
93	CONGRESS ASSET MANAGEMENT CO	750K	$148M
94	Allianz Asset Management GmbH	749K	$148M
95	STRS OHIO	725K	$143M
96	FIL Ltd	678K	$134M
97	MACQUARIE GROUP LTD	677K	$134M
98	MARSHALL WACE, LLP	676K	$134M
99	1832 Asset Management L.P.	657K	$130M
100	NEUBERGER BERMAN GROUP LLC	650K	$129M

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Data source: SEC EDGAR Form 13F · Updated 2026-07-09